Standard Order Form Templates - Revision history

SarahK at 16:20, 5 May 2022

2022-05-05T16:20:18Z

SarahK: /* Disabling Feature Highlights */

2022-04-18T18:44:48Z

‎Disabling Feature Highlights

SarahK: /* Disabling Feature Highlights */

2022-04-18T18:44:27Z

‎Disabling Feature Highlights

SarahK at 18:43, 18 April 2022

2022-04-18T18:43:47Z

John: /* Feature Highlights */

2021-11-08T12:55:51Z

‎Feature Highlights

SarahK at 22:05, 20 November 2020

2020-11-20T22:05:43Z

Show changes

SarahK at 19:00, 5 August 2020

2020-08-05T19:00:44Z

SarahK at 20:27, 4 August 2020

2020-08-04T20:27:17Z

SarahK at 18:59, 30 April 2020

2020-04-30T18:59:58Z

Show changes

John: /* Order Form Landing Pages */

2019-07-17T09:47:44Z

‎Order Form Landing Pages

@@ Line 1: / Line 1: @@
-Having an effective order form is crucial. It can mean the difference between a visitor converting into a customer or abandoning their order entirely.
+Having an effective order can mean the difference between a visitor becoming a customer or abandoning their order. In WHMCS, you can choose from a variety of order form templates to showcase your products in the most effective way possible.
 ==Setting a Default Order Form Template==
-To set a default order form template, navigate to the '''[[Ordering Tab|Ordering]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
+To set a default order form template, go to the '''[[Ordering Tab|Ordering]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 The system uses the default order form template for any product group for which you haven't set up a custom order form template.
@@ Line 13: / Line 11: @@
 WHMCS allows you to specify an order form template for each product group you create. This allows you to use different order form templates for different types of products you offer.
-To set a product group order form template, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services'''. Either create or edit an existing product group to set the order form template for it.
+To set a product group order form template, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services'''. Create or edit an existing product group to set the order form template for it.
 ==Order Form Landing Pages==
-Order form landing pages in WHMCS are the first pages users see when selecting a product group. They display and showcase your products in various different formats.
+Order form landing pages in WHMCS are the first pages that users see when selecting a product group. They display and showcase your products in various different formats.
-Order Form landing pages support many features you can take advantage of to maximise the impact of the pages. You can control these from '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' while creating or editing a group.
+Order Form landing pages support many features to maximise the impact of the pages. You can control these from '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services''' while creating or editing a group.
 ===Features===
@@ Line 29: / Line 27: @@
 * '''Order Form Template''' — A specific Order Form template for products within this product group.
 * '''Available Payment Gateways''' — A list of the payment gateways that are available for use with products inside a product group.
-* '''Hidden''' — Whether to display a link to the product group within the Shopping Cart. This link will continue to be accessible via '''Direct Cart Group'''.
+* '''Hidden''' — Whether to display a link to the product group within the shopping cart. This link will continue to be accessible via '''Direct Cart Group'''.
 ==Feature Highlights==
@@ Line 35: / Line 33: @@
 Feature Highlights allow you to define features for products and their values in a way that WHMCS can interpret for comparison-based display.
-Most order form templates support Feature Highlights.  See the above descriptions for exact details.
+Most order form templates support Feature Highlights (see above).
 [[File:PremiumComparisonFeatureHighlights.png|right]]
@@ Line 57: / Line 55: @@
 </div>
-The preview on the right shows how the above would display in the Premium Comparison order form.
+The preview on the right shows how this example would display in the '''Premium Comparison''' order form.
 <div class="docs-alert-info">
-For the best results, we recommend that you use the same features in the same order for all products within the same product group.
+We recommend using the same features in the same order for all products within the same product group.
 </div>
 ===Disabling Feature Highlights===
-There may be occasions when you must disable feature highlights, such as when you want to use other markup in the product description. To do this:
+You may need to disable feature highlights when, for example, using other markup in the product description.
 # Open the <tt>/templates/orderforms/*your active template*/products.tpl</tt> template file for editing.
-# Remove or comment out:<div class="source-cli"><nowiki>
+# Remove or comment out the following lines:<div class="source-cli"><nowiki>
 {if $product.featuresdesc}
      <p id="product{$product@iteration}-description">
@@ Line 82: / Line 82: @@
      {/foreach}
 </ul></nowiki></div>
-# Replace it with:<div class="source-cli">{$product.description}</div>
+# Replace this with:<div class="source-cli">{$product.description}</div>
-Save the changes and upload the modified order form template file. Now, the system will display product descriptions as you enter them.
+Save the changes and upload the modified order form template file. The system will now display product descriptions as you enter them.
 ==Templates==
@@ Line 118: / Line 118: @@
 </div>
-This is perfect for comparing a number of products or services. You should use the product features functionality to define comparable features and values and ensure you have the same format or order for all descriptions of products within the group.
+Use this order form template for comparing several products or services. You can define comparable features and values and ensure that you have the same format or order for all descriptions of products within the group.
 ===Pure Comparison===
@@ Line 134: / Line 134: @@
 </div>
-This is perfect for comparing a number of products or services. You should use the product features functionality to define comparable features and values and ensure you have the same format or order for all descriptions of products within the group.
+Use this order form template for comparing several products or services. You can use the product features functionality to define comparable features and values and ensure you have the same format or order for all descriptions of products within the group.
 ===Supreme Comparison===
@@ Line 149: / Line 149: @@
 </div>
-This is perfect for comparing a number of products or services. You should use the product features functionality to define comparable features or values and ensure you have the same format or order for all descriptions of products within the group for best results.
+Use this order form template for comparing several products or services. You can use the product features functionality to define comparable features or values and ensure you have the same format or order for all descriptions of products within the group.
 ===Universal Slider===
@@ Line 160: / Line 160: @@
 Featured Products: Yes<br />
 Product Group Features: Yes<br />
-Number of Products: For best results between 4 and 8, supports unlimited space permitting.<br />
+Number of Products: For best results between 4 and 8, supports unlimited (space permitting).<br />
 Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4
 </div>
-This allows you to showcase your products in a slider format that can work universally for any type of product.  It includes support for comparison of product features with percentage bars as well as support for a free-form text description.  For best results, we recommend using the product feature functionality to define four or eight comparable features or values and using the same product description format for all products within the group. This avoids page shifting or sliding between products.
+Use this order form template to showcase your products in a slider format that can work universally for any type of product. It includes support for product feature comparison with percentage bars and support for a free-form text description. For best results, we recommend using the product feature functionality to define four or eight comparable features or values. Then, use the same product description format for all products within the group. This avoids page shifting or sliding between products.
 ===Cloud Slider===
@@ Line 176: / Line 176: @@
 Featured Products: Yes<br />
 Product Group Features: Yes<br />
-Number of Products: For best results between 2 and 12, supports unlimited space permitting.<br />
+Number of Products: For best results between 2 and 12, supports unlimited (space permitting).<br />
 Compatible With: Six/Bootstrap 3, Twenty-One/Bootstrap 4
 </div>
-This is perfect for comparing a number of products or services. You should use the product features' functionality to define comparable features or values. For best results, use four feature or value comparisons and ensure you have the same format or order for all descriptions of products within the group.
+Use this order form template for comparing a number of products or services. Use the product features' functionality to define comparable features or values. For best results, use four feature or value comparisons and ensure you have the same format or order for all descriptions of products within the group.

@@ Line 81: / Line 81: @@
          </li>
      {/foreach}
-</ul></nowiki>
+</ul></nowiki></div>
-</div>
+# Replace it with:<div class="source-cli">{$product.description}</div>
 Save the changes and upload the modified order form template file. Now, the system will display product descriptions as you enter them.

@@ Line 68: / Line 68: @@
 # Open the <tt>/templates/orderforms/*your active template*/products.tpl</tt> template file for editing.
-# Remove or comment out:
+# Remove or comment out:<div class="source-cli"><nowiki>
 {if $product.featuresdesc}
      <p id="product{$product@iteration}-description">

@@ Line 5: / Line 5: @@
 ==Setting a Default Order Form Template==
-To set a default order form template, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Ordering''' or, prior to WHMCS 8.0, '''Setup > General Settings > Ordering'''.
+To set a default order form template, navigate to the '''[[Ordering Tab|Ordering]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 The system uses the default order form template for any product group for which you haven't set up a custom order form template.
@@ Line 13: / Line 13: @@
 WHMCS allows you to specify an order form template for each product group you create. This allows you to use different order form templates for different types of products you offer.
-To set a product group order form template, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services'''. Either create or edit an existing product group to set the order form template for it.
+To set a product group order form template, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services'''. Either create or edit an existing product group to set the order form template for it.
 ==Order Form Landing Pages==
@@ Line 19: / Line 19: @@
 Order form landing pages in WHMCS are the first pages users see when selecting a product group. They display and showcase your products in various different formats.
-Order Form landing pages support many features you can take advantage of to maximise the impact of the pages. You can control these from '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' while creating or editing a group.
+Order Form landing pages support many features you can take advantage of to maximise the impact of the pages. You can control these from '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' while creating or editing a group.
 ===Features===
@@ Line 60: / Line 60: @@
 <div class="docs-alert-info">
 For the best results, we recommend that you use the same features in the same order for all products within the same product group.
 </div>

@@ Line 70: / Line 70: @@
 # Open the <tt>/templates/orderforms/*your active template*/products.tpl</tt> template file for editing.
 # Remove or comment out:
-<div class="source-cli">
+<div class="source-cli"><nowiki>
 {if $product.featuresdesc}
-<br/>    <p id="product{$product@iteration}-description">
+    <p id="product{$product@iteration}-description">
-<br/>        {$product.featuresdesc}
+        {$product.featuresdesc}
-<br/>    </p>
+    </p>
-<br/>{/if}
+{/if}
-<br/><ul>
+<ul>
-<br/>    {foreach $product.features as $feature => $value}
+    {foreach $product.features as $feature => $value}
-<br/>        <li id="product{$product@iteration}-feature{$value@iteration}">
+        <li id="product{$product@iteration}-feature{$value@iteration}">
-<br/>            <span class="feature-value">{$value}</span>
+            <span class="feature-value">{$value}</span>
-<br/>            {$feature}
+            {$feature}
-<br/>        </li>
+        </li>
-<br/>    {/foreach}
+    {/foreach}
-<br/></ul>
+</ul></nowiki>
 </div>
 # Replace it with:

@@ Line 11: / Line 11: @@
 * WHMCS allows you to specify an order form template for each product group you create. This allows you to use different order form styles for different types of products you offer.
-* To set a product group order form template, navigate to '''Setup > Products/Services''', and either create or edit an existing product group to set the order form template for it.
+* To set a product group order form template, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services'''. Either create or edit an existing product group to set the order form template for it.
 ==Order Form Landing Pages==
@@ Line 18: / Line 18: @@
 * They display and showcase your products in various different formats.
 * Order Form Landing Pages support many features you can take advantage of to maximise the impact of the pages. You can control these from from the Product Group management page.
-* To access the Product Group management page, navigate to '''Setup > Products/Services''', and either create or edit an existing product group to set the order form template for it.
+* To access the Product Group management page, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services''', and either create or edit an existing product group to set the order form template for it.
 ===Features===

@@ Line 5: / Line 5: @@
 ==Setting a Default Template==
-* To set a default order form template, navigate to '''Setup > General Settings > Ordering'''.
+* To set a default order form template, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Ordering''' or, prior to WHMCS 8.0, '''Setup > General Settings > Ordering'''.
 * The system uses the default order form template for any product group for which you haven't set up a custom template.